Articles

  • 2 weeks ago | morningstar.co.uk | Sunniva Kolostyak

    The list contains three natural resource equity funds: Multipartner Konwave Transition Metals Fund, Global X Copper Miners COPG, and Bakersteel Global Funds SICAV- Electrum and, one exchange-traded commodity: WisdomTree Copper COPA. Two energy equity ETFs also feature: iShares Oil & Gas Exploration & Production SPOG and SPDR® MSCI Europe Energy ETF ENGE.

  • 2 weeks ago | morningstar.co.uk | Sunniva Kolostyak

    As seen in the overall review of investment trust performance, UK large-caps and Europe markets provided strong returns for some trusts. At the other end, technology and UK small-caps dragged trusts down. The Best Performing Morningstar-Rated Investment TrustsThe City of London Investment Trust CTYMorningstar Medalist Rating: GoldMorningstar Category: UK Equity IncomeShare Price Premium/Discount to NAV: 0.98%The £2.2 billion City of London Investment Trust rose 7.9% over the past three months.

  • 3 weeks ago | morningstar.co.uk | Sunniva Kolostyak

    Some investors have previously described China as “uninvestable” over the past few years. With a property sector in crisis, various government crackdowns, and a slow economic recovery after the pandemic, investors moved their money out and numerous “ex-China” funds were launched. However, recently, the market has shown signs of recovery. The Morningstar China Index grew 33% in sterling terms over 2024, then another 12% in the first three months of 2025.

  • 4 weeks ago | morningstar.co.uk | Sunniva Kolostyak

    Reeves steered clear of mentioning ISAs in her statement to parliament, but the accompanying document outlined plans for a consultation on the popular savings wrapper. In the document, the government said: “The government is looking at options for reforms to Individual Savings Accounts that get the balance right between cash and equities to earn better returns for savers, boost the culture of retail investment, and support the growth mission.

  • 1 month ago | morningstar.co.uk | Sunniva Kolostyak

    But I would like to add by saying that within the passive fixed income team here at HSBC Asset Management, we use a team-based approach. So for each product we have a lead portfolio manager and a backup portfolio manager. But all team members are involved in the investment and portfolio construction process equally. Kolostyak: So on March 8, we are celebrating International Women’s Day. And I know that you’ve been quite vocal about navigating motherhood with the career that you have.

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Sunniva Kolostyak
Sunniva Kolostyak @sunnivakatalin
26 Mar 24

And you can watch the video on our site now! Fundsmith Equity is no longer Gold-rated by Morningstar. https://t.co/wmp43uiZbp

Ollie Smith
Ollie Smith @93_smithereens

'twould appear *someone* in the background of @sunnivakatalin's video explaining @MorningstarInc's decision to downgrade Fundsmith Equity was rather unhappy (or joyous) at the result. Either that or they were watching the footie at work... https://t.co/BEGVFy1GJf

Sunniva Kolostyak
Sunniva Kolostyak @sunnivakatalin
29 Feb 24

RT @JamesGard: Morningstar UK's @93_smithereens likes running AND talking to strangers about finance - in this video he combines his two fa…

Sunniva Kolostyak
Sunniva Kolostyak @sunnivakatalin
21 Feb 24

Thanks to everyone who so far have watched my conversation with Nick Train on https://t.co/2HZDBmmLEt! If you haven't already seen it, the interview is now available on YouTube as well: https://t.co/UimZ1NhR6V

Sunniva Kolostyak
Sunniva Kolostyak @sunnivakatalin

⚠️Exclusive ⚠️ Bringing you the big Nick Train interview. Watch the full discussion on underperformance, AI, and the adventures of active fund management with one of the most eloquent people I've had the pleasure of interviewing! @FinsburyGT https://t.co/7CF92RJucY https://t.co/TKLjzHx68i